PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
NSE Multi Asset Index 2
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
2.87
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.37%

NA NA NA NA

0.81%

Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
74.62
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.37%

8.76%

-2.70%

14.80%

18.98%

16.44%

HSBC Aspire Portfolio
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
59.07
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.37%

10.96%

-9.18%

NA NA

11.97%

Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
108.87
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.36%

8.37%

-5.91%

21.67%

16.57%

16.89%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
776
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.36%

9.27%

-5.81%

29.67%

55.94%

50.20%

Benchmark
CRISIL Composite Bond Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
33.42
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.36%

2.30%

5.00%

4.53%

NA

3.58%

ASK-IVP
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
86.22
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.35%

5.42%

-10.38%

5.75%

13.26%

10.07%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
410.64
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.35%

4.49%

-13.06%

31.67%

NA

28.23%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
91.22
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.33%

4.76%

-3.81%

12.41%

NA

12.23%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
36.01
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.32%

6.94%

-5.43%

17.43%

18.16%

16.72%